Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition An Undisclosed Buyer has acquired Executive Perils, Inc. MarshBerry was the financial advisor to Executive Perils, Inc.
October 2021
Acquisition Heffernan Insurance Brokers has acquired Reid Group Enterprises, Inc. dba twentytwenty Insurance Services MarshBerry was the financial adviser to Reid Group Enterprises, Inc. dba twentytwenty Insurance Services
October 2021
GI Partners L.P has invested in Patriot Growth Insurance Services, LLC
MarshBerry was a financial advisor to Patriot Growth Insurance Services, LLC
October 2021
Acquisition Acrisure, LLC has acquired Lezam & Associates, LLC MarshBerry was the financial advisor to Lezam & Associates, LLC†
October 2021
Acquisition The Hilb Group, LLC has acquired Gerardi Insurance Services, Inc. MarshBerry was the financial advisor to Gerardi Insurance Services, Inc.
October 2021
Acquisition BRP Group, Inc. has acquired Whitehill Plaza, Inc. dba K&S Insurance Agency MarshBerry was the financial advisor to Whitehill Plaza, Inc. dba K&S Insurance Agency†
October 2021
Acquisition Venbrook Group, LLC has acquired Alpharetta Underwriters, LLC MarshBerry was the financial advisor to Alpharetta Underwriters, LLC
October 2021
Acquisition Specialty Program Group LLC has acquired CM&F Group, Inc. MarshBerry was the financial advisor to CM&F Group, Inc.
October 2021
Acquisition Alera Group, Inc. has acquired Blue Communications Agency, Inc. MarshBerry was the financial advisor to Blue Communications Agency, Inc.†
October 2021
Acquisition Hub International Limited has acquired Jerry Baird Insurance Agency & Baird Crop Insurance Agency MarshBerry was financial advisor to Jerry Baird Insurance Agency & Baird Crop Insurance Agency†
October 2021 
Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc. MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.†
September 2021
Acquisition PCF Insurance Services has acquired Gimlin & Udy Insurance Agency, Inc. MarshBerry was financial adviser to PCF Insurance Services
September 2021
Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations MarshBerry was the financial adviser to Caitlin Morgan Insurance Services†
September 2021
Acquisition Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC
September 2021
Acquisition PIB Group has acquired JRT Insurance Brokers
IMAS acted as the exclusive financial advisor to JRT Insurance Brokers*
September 2021 Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Utah MarshBerry was financial adviser to the Seller
September 2021 
Acquisition PCF Insurance Services has acquired Good's Insurance Agency, Inc. MarshBerry was financial adviser to Good’s Insurance Agency, Inc.
September 2021 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri MarshBerry was financial adviser to the Seller
September 2021
Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc. MarshBerry was the financial adviser to Vaaler Insurance, Inc.†
August 2021
Acquisition Alera Group, Inc. has acquired Risk Consulting Partners MarshBerry was the financial adviser to Risk Consulting Partners†
† Advisory services provided by MarshBerry Capital
